Tax Pro & Planning Specialist (Onsite Fresno)

CFS; Fresno (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

CFS, a respected public accounting firm in Fresno, CA, is expanding its tax team to support a growing client base throughout the Central Valley. This role offers the opportunity to work directly with individuals and businesses while developing expertise across a wide range of tax engagements.

You will prepare individual and business tax returns, review financial records, analyze data for accuracy and compliance, and support planning projects with mentors in a collaborative, team‑oriented

Qualifications

• 2+ years of tax preparation experience.
• Knowledge of federal and California tax regulations.
• Experience with tax software and Microsoft Excel.
• Public accounting experience preferred.

Responsibilities

• Prepare individual and business tax returns
• Review financial records and supporting documentation
• Analyze tax data for accuracy and compliance
• Communicate with clients regarding tax matters
• Support tax planning projects and special engagements

Skills

Tax returns

Federal & CA tax regs

Public accounting exp

Tax planning assistance

Tax software proficiency

Tools

Microsoft Excel

Tax software (Lacerte/ProSystem)

Job description

CFS, a respected public accounting firm in Fresno, CA, is expanding its tax team to support a growing client base throughout the Central Valley. This role offers the opportunity to work directly with individuals and businesses while developing expertise across a wide range of tax engagements.

You will prepare individual and business tax returns, review financial records, analyze data for accuracy and compliance, and support planning projects with mentors in a collaborative, team‑oriented